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Dominion Energy

1,317 hedge funds and large institutions have $40.9B invested in Dominion Energy in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 589 increasing their positions, 422 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $399M | Put options by funds: $261M

40% more repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 422

10% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 77

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

1.17% more ownership

Funds ownership: 64.95%66.12% (+1.2%)

3% more capital invested

Capital invested by funds: $39.8B → $40.9B (+$1.17B)

1% less funds holding

Funds holding: 1,3291,317 (-12)

Holders
1,317
Holders Change
-12
Holders Change %
-0.9%
% of All Funds
28.6%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.63%
New
85
Increased
589
Reduced
422
Closed
77
Calls
$399M
Puts
$261M
Net Calls
+$138M
Net Calls Change
+$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
1276
TS Financial Group (TSFG)
Illinois
$12K
CQS
1277
Credential Qtrade Securities
$10.7K +$10.6K +139 New
MCM
1278
MV Capital Management
Maryland
$10K
UB
1279
UMB Bank
Missouri
$9.18K +$209K +2,737 +2%
JWA
1280
JFS Wealth Advisors
Pennsylvania
$9K
AWM
1281
AllSquare Wealth Management
New York
$8K
HS
1282
Horan Securities
United States
$8K
LF
1283
Lee Financial
Texas
$8K
WAS
1284
Winch Advisory Services
Wisconsin
$8K +$76 +1 +1%
MWM
1285
Meridian Wealth Management
Kentucky
$7.85K +$34.8K +457 +5%
CTB
1286
Country Trust Bank
Illinois
$7K -$4.12K -54 -38%
OAJ
1287
Ogorek Anthony Joseph
New York
$7K -$838 -11 -10%
Kayne Anderson Rudnick Investment Management
1288
Kayne Anderson Rudnick Investment Management
California
$7K +$6.86K +90 New
ACA
1289
Atlas Capital Advisors
Wyoming
$6.8K -$16.5K -216 -71%
W
1290
WealthStone
Ohio
$6.49K +$6.4K +84 New
MAU
1291
MRA Associates USA
Arizona
$6.34K +$6.25K +82 New
SWP
1292
Strategic Wealth Partners
Ohio
$6K -$2.59K -34 -29%
LPWM
1293
Lake Point Wealth Management
Texas
$6K
PWMG
1294
Prestige Wealth Management Group
New Jersey
$6K
EWA
1295
Evolution Wealth Advisors
Florida
$6K +$5.71K +75 New
AIS
1296
AlphaOne Investment Services
Pennsylvania
$5K
FAM
1297
Fred Alger Management
New York
$5K
HI
1298
Human Investing
Oregon
$4K
TAIM
1299
TD Ameritrade Investment Management
Nebraska
$4K +$3.81K +50 New
WCG
1300
Weaver Consulting Group
California
$3K -$39.3K -516 -93%

D Hedge Fund Activity: Q2 2019 in Review

1,317 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2019, worth a combined $40.9B — up 2.9% from $39.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new D positions and 77 closed out — a net gain of 8 holders — while 589 added to existing stakes and 422 trimmed.

The largest buyer was Nuveen, adding an estimated $306M. The largest seller was Capital World Investors, cutting an estimated $229M.

  • 1,317 institutional investors held Dominion Energy (D) as of Q2 2019, down from 1,329 in Q1 2019.
  • Funds reported $40.9B of Dominion Energy stock for Q2 2019, up 2.9% quarter-over-quarter.
  • 85 funds opened new Dominion Energy positions in Q2 2019 and 77 closed out, a net change of +8 holders.
  • The largest Dominion Energy buyer in Q2 2019 was Nuveen, an estimated $306M added.
  • The largest Dominion Energy seller in Q2 2019 was Capital World Investors, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2019.